See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GWN SECURITIES, INC2 years Filed as: GWN SECURITIES INC Service code 49 PO BOX 112114 · NAPLES, FL 34108 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,307 | $34,242-75.7% | $76,523-89.1% | $75,289-89.0% |
| Participation rate | 12.8% | 43.9%-31.1pp | 68.0%-55.2pp | 72.4%-59.6pp |
| Annual return | -4.76% | -0.98%-3.8pp | -0.27%-4.5pp | -0.04%-4.7pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $332 | $1,872-82.3% | $3,835-91.3% | $3,739-91.1% |
| Admin fee / account holder | $0 | $112-100.0% | $4,848-100.0% | $102-100.0% |